47.29%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| CVGRX | 47.29 | -50.00 | 23.00 | 1.00 | 8.00 | 18.00 | 42.00 | -15.00 | -7.00 | 26.00 | 77.00 |
| Index (S&P 500) | 25.20 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 1.32 | 0.40 | -0.67 | 47.29 | 70.91 | -3.82 | 0.65 | 8.00 |
| +/- Index (S&P 500) | - 0.05 | - 1.40 | - 2.07 | + 22.09 | + 29.11 | + 1.78 | - 0.15 | + 8.60 |
| +/- Classification Avg. | + 0.09 | - 0.68 | - 0.80 | + 13.41 | + 17.05 | + 0.58 | - 1.08 | + 9.20 |
| % Rank in Classification | 34 | 87 | 74 | 10 | 12 | 44 | 65 | 2 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. J Hancock LgCp Eqty;I (JLVIX) | 5.19% | ![]() |
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| 2. J Hancock LgCp Eqty;A (TAGRX) | 4.77% | ![]() |
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| 3. Alger II:Spectra;A (SPECX) | 4.17% | ![]() |
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| 4. J Hancock LgCp Eqty;B (TSGWX) | 4.00% | ![]() |
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| 5. J Hancock LgCp Eqty;C (JHLVX) | 3.98% | ![]() |
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| 6. Jordan Opportunity (JORDX) | 3.47% | ![]() |
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| 7. Evergreen Omega Fnd;I (EOMYX) | 3.11% | ![]() |
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| 8. Evergreen Omega Fnd;A (EKOAX) | 2.85% | ![]() |
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| 9. Evergreen Omega Fnd;R (EKORX) | 2.60% | ![]() |
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| 10. Alger Inst:Cap Apprec;I (ALARX) | 2.27% | ![]() |
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| 161. Calamos:Growth;A (CVGRX) | -3.82% | ![]() |
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| Amount | Date | |
| Dividend | NA | NA |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |